See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,007 | $70,606-27.8% | $53,898-5.4% | $142,382-64.2% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 8.59% | 619.81%-611.2pp | 528.60%-520.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,686 | $1,202+40.3% | $932+80.9% | $4,299-60.8% |
| Participant deferral / active EE | $2,175 | $2,364-8.0% | $1,826+19.1% | $6,507-66.6% |
| Admin fee / account holder | $1,271 | $2,852-55.4% | $2,491-49.0% | $12,624-89.9% |